Can TESLA STOCK do another 10x? (Ep. 731)

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  • Опубликовано: 29 май 2023
  • I answer these questions in this video:
    What am I invested in right now?
    How did I know Tesla was going to be a good investment in 2012?
    Hasn’t Tesla reached its peak valuation considering all car companies are now making electric cars?
    Social
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    Dave Lee on Parenting, / @daveleeonlife7659
    NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
    💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
    Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threa...
    #Tesla #TSLA #Stocks

Комментарии • 286

  • @adrianfortmoviereviewsbook9821
    @adrianfortmoviereviewsbook9821 Год назад +203

    Community hasn't been the same without you, Dave. Good to see you.

    • @TubaTones
      @TubaTones Год назад +1

      @@claus1225jealousy never looks good on anybody Claus.

    • @davidbuchan3753
      @davidbuchan3753 Год назад

      Agreed!

    • @dxelson
      @dxelson Год назад

      sounds like a super exclusive elite club community lmao

  • @morten170
    @morten170 Год назад +57

    Man Dave, you are The best youtuber. Always straight to The point. No click bait, no adds. A stand up guy.
    Also your Old episodes where great, Wish you would do something like that again once in a while , like episode 24, 85, 210, 90.
    Learned a lot as an investor from Those.

    • @sonofabutcher7003
      @sonofabutcher7003 Год назад +3

      …No hyperbole, no self-promotion, book-pushing or E-begging either!

  • @johnmacri7440
    @johnmacri7440 Год назад +34

    Safe travels Dave. I absolutely think tesla will 10 X still. Just look how well Microsoft keeps doing after all these years. Tesla is in its infancy.

  • @dr-k1667
    @dr-k1667 Год назад +44

    Thanks for popping in Dave. Enjoy your adventure with your family. Today Tesla broke past $200 at the opening bell. I hope it ends strong. The many "options" Tesla has within itself as a company for the advancement in technology that will effect every faucet of life on this planet is why I can see them getting another 10X. Autonomy, energy distribution and storage, batteries (production, product, and future sales) as well as robotics are huge opportunities for us investors individually. Luckily we have them all under one stock (almost our own growing ETF) and that's very exciting, but not as exciting as the end result when GREATER GOOD these products and services will provide to HUMANITY will be enjoyed by all of us, including those who never bought the stock!

    • @ApteraEV2024
      @ApteraEV2024 Год назад +1

      👏 👏 👏 👏 U Got it!!🎉🎉🎉🎉🎉

    • @user-wjl1568
      @user-wjl1568 Год назад

      Welcome to Korea. Wish you have a great time.

    • @richardwolf6269
      @richardwolf6269 Год назад

      What greater good?
      Just more cars on the road stressing our electrical grid.

  • @mikehill1613
    @mikehill1613 Год назад +10

    Yup, we miss you Dave but absolutely love your commitment to your family. You walk the talk and your generosity is unparalleled! Be safe ❤

  • @Rollexxx
    @Rollexxx Год назад +23

    We miss you Dave! Hope your travels with the family are going well

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      Do you know am building a deep space rocket in Boca Chica, a town along Gulf Coast of Texas, near the Mexican borders

  • @santadam
    @santadam Год назад +29

    Good to see Dave again. Your low key and adept take on Tesla has been missed.

    • @clavo3352
      @clavo3352 Год назад

      Great video!

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      I decided to reach out to hundreds of my fans and get know more about, them and give tips about my career I think you are one of them

  • @williamskanbar
    @williamskanbar Год назад +101

    Although stocks typically rise around this time of the year, this june will be particularly difficult for novice investors. I've been holding stocks with the hopes of selling them now at a profit, but it doesn't seem that way. As June approaches, I'm unsure whether to keep them or sell them.

    • @sunshineonme
      @sunshineonme Год назад +2

      Since the end of covid, the market has been in upheaval; the brief relief rally lasted only a year, and now the catastrophic ramifications of pouring trillions into the economy are here and will remain for some time.

    • @esnolgalves3344
      @esnolgalves3344 Год назад +2

      Only sell if you require the finances. I was laid off and it's been difficult to find another source of income; I'm pleased I started saving when I did. The penalty for sketching are minor compared to what I am going through with my family.

    • @stevens12767
      @stevens12767 Год назад +2

      The average investor buys/holds for the long term in order to profit when stocks rise. If you are looking for short-term profit, it is best to contact a coach or consultant for guidance. I contacted after the pandemic and with her help, I was able to raise a profit of $590K within three months.

    • @BillyQ12
      @BillyQ12 Год назад +2

      @@stevens12767 I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this adviser that guides you?

    • @BillyQ12
      @BillyQ12 Год назад +2

      @@stevens12767 thanks a lot this info is truly appreciated

  • @nickotekmusic
    @nickotekmusic Год назад +4

    Always so well outlined, sharp and thoughtful. Thanks!

  • @therichmindset11
    @therichmindset11 Год назад +2

    Good to see you again Dave! Enjoy your time with your family!

  • @frederickleung8811
    @frederickleung8811 Год назад +2

    Thank you for re-capping your 2012 analysis and your present understanding of Tesla! So good to hear from you and have a great time with your family visiting Korea!

  • @importon
    @importon Год назад +6

    So now we're relying on FSD for expected growth???!!! relying on FSD is a terrible investment strategy.

  • @MrLanceDUB
    @MrLanceDUB Год назад

    The OG is back! Love you Dave, have a great trip!

  • @manueldavid7369
    @manueldavid7369 Год назад +1

    IT IS what EXPONENTIAL GROWTH is.

  • @mydutube
    @mydutube Год назад +4

    Missed your commentary Dave.

  • @TuanNguyen-wp9qo
    @TuanNguyen-wp9qo Год назад +2

    Dave, you’re the voice of reason and not over hyped. Always appreciate your take on what’s going on with Tesla. Thank You for what you do!!

  • @Walkingloser-Tom
    @Walkingloser-Tom Год назад

    Thanks Dave great to have you back on here.

  • @chrisledo78
    @chrisledo78 Год назад +3

    LOVE your no-nonsense, insightful videos!

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      Do you know am building a deep space rocket in Boca Chica, a town along Gulf Coast of Texas, near the Mexican borders

  • @thereishope7019
    @thereishope7019 Год назад

    Thx Dave! Miss watching your videos. Have a great time with family!

  • @dianarabbanii2
    @dianarabbanii2 Год назад +209

    With my portfoIio of $750k. I’m looking for opportunities to profit in a potential downturn, According to rating agency Moody’s, both the UK and the US are set to fall into a recession because of higher interest rates.

    • @naomigonzales9663
      @naomigonzales9663 Год назад

      An obvious way to lnvest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumer staples, utilities, and healthcare companies, but off course such decisions cannot be made by an average Joe, a financial advisr is important in making this decisions

    • @KangMinsu122
      @KangMinsu122 Год назад

      @@naomigonzales9663 Such considerations can certainly have a role when I think about whether I ought to buy into a share. But I never purchase purely on that basis, i always have to seek the adv!ce of my financial-planner who has helped me gain $985k in a well-diversified portfoIio that has experienced exponential growth

    • @scottjuarez9549
      @scottjuarez9549 Год назад

      @@KangMinsu122 Mind if I ask you recommend this particular c0ach you use their serviice? I have trouble knowing when to buy or sell.

    • @KangMinsu122
      @KangMinsu122 Год назад

      @@scottjuarez9549 Viviana Marisa Coelho a registered Investment advisr. Quite renowned, search her name to get in touch

    • @dianarabbanii2
      @dianarabbanii2 Год назад

      @@KangMinsu122 I looked up Viviana Marisa Coelho online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-markt

  • @kenf235
    @kenf235 Год назад +1

    Great content Dave! Thanks for sharing.

  • @DaBooster
    @DaBooster Год назад +1

    Great video & also great resolution on the video quality 👍

  • @Orange949
    @Orange949 Год назад +1

    Priceless information!

  • @rich21421
    @rich21421 Год назад

    We missed your videos Dave! Hope you have a good time traveling. Cheers

  • @siashabrang2715
    @siashabrang2715 Год назад +3

    I like Dave because he is genuine, nice and delivers the message simply and great. Thank you Dave

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      When you buy cryptocurrencies via an exchange, you purchase the coins themselves. You'll need to create an exchange account, put up the full value of the asset to open a position, and store the cryptocurrency tokens in your own wallet until you're ready to sell.

  • @NextGenEvs
    @NextGenEvs Год назад +4

    You’re back!!

  • @radicalradzik
    @radicalradzik Год назад +14

    Brilliant assessment Dave. As someone who has been driving Evs since 2011, and investing in Tesla since 2012, I've seen the FUD and panic (which led me to sell TSLA before the Model 3 introduction), but I've been back in multiple times and holding knowing all the areas of unimaginable value Tesla is making in the world. I appreciate your honest and authentic ways of sharing. Be well. Enjoy Korea with your family.

    • @markavelisocal
      @markavelisocal Год назад +2

      What would’ve u done different from last time you sold?

    • @radicalradzik
      @radicalradzik Год назад +4

      @@markavelisocal great question. I would first validate the data sources. “Seeking Alpha”’and other self interest FUDster sources are not credible research entities. I seek data sources and validate hypothesis not headlines /FUD AND model outcome scenarios. Conviction is high in a number of disruptive technologies where cost curves will present new opportunities.

    • @richardwolf6269
      @richardwolf6269 Год назад

      Care to show why Teslas value should be what it is much less 10x??
      You fanboys treat it like a religion!

    • @radicalradzik
      @radicalradzik Год назад

      @@richardwolf6269 data continues to show the exponential opportunity that Tesla is executing on exceedingly well. Ya just need to be able to review numbers and track progress. It’s more math than religion.

    • @markavelisocal
      @markavelisocal Год назад

      @@richardwolf6269 5 trill? maybe a bit of a stretch, lol no doubt. 1.5 would be nice.

  • @skinnymoonbob
    @skinnymoonbob Год назад +2

    Enjoy Dave! ❤

  • @mariuszkijowski2180
    @mariuszkijowski2180 Год назад

    Great summary. Ty Dave!

  • @bac3phi
    @bac3phi Год назад +1

    Have a wonderful trip, Dave.

  • @jjm2679
    @jjm2679 Год назад +2

    Agree, autonomous driving and AI+ robotics are the key, thank you for the video Dave!

  • @DanaVastman
    @DanaVastman Год назад

    Smart visiting the WORLD! Appreciate you sharing thoughts along the way😘

  • @DiseasedKodak
    @DiseasedKodak Год назад +3

    Missed you Dave. Super excited to see your video pop up! First person I've ever watched in the Tesla community. Much love and enjoy the world!

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      Do you know am building a deep space rocket in Boca Chica, a town along Gulf Coast of Texas, near the Mexican borders

  • @michaelplotkin7383
    @michaelplotkin7383 Год назад +2

    Another great video, thank you.

  • @flyshacker
    @flyshacker Год назад

    Well said! Have a great trip!

  • @gregbailey45
    @gregbailey45 Год назад +2

    I totally agree!

  • @patriceblakeway4421
    @patriceblakeway4421 Год назад +2

    When you finish your familiy adventure exploring the world (over the next year), it would be fun getting an overview of what you guys did (countries explored, what you found fun, what you learned). Hope things go well.

  • @eatsleeptraprepeat9195
    @eatsleeptraprepeat9195 Год назад

    Welcome to Korea, Dave. Hope you'll have a great time here. ❤

  • @KatarinaGirl
    @KatarinaGirl Год назад +1

    So great you are in the land of your ancestors! Kumsamnida for this amazing video. 10x and then some!

  • @johnpetrou6
    @johnpetrou6 Год назад +1

    Safe travels Dave!!!!

  • @RChamp116
    @RChamp116 Год назад +1

    Thanks Dave, as usual. As we think about Tesla, SpaceX, Neural link, The boring company, FSD, Starlink , AI and on an on one has to see the virtually unlimited opportunities.Enjoy your travels.

  • @Phoenixklinge
    @Phoenixklinge Год назад +2

    Yes

  • @cordeauxboi
    @cordeauxboi Год назад

    Thanks Dave!!!

  • @klauskroker3925
    @klauskroker3925 Год назад

    Thanks for your perspective, Dave!
    What are the other companies you are invested in?

  •  Год назад +4

    Thanks Dave - as always enjoy your thinking and your sharing. I have a similar background; I bought a roadster and at the same time TSLA stock. As the saying goes: put all your eggs in one basket. Worked out fine.

  • @philbear2185
    @philbear2185 Год назад +14

    'Solving' FSD means improving all it's modules to a certain acceptable level. FSD was already 'solved' when the architecture was designed, now it's a matter of time for all individual neural nets to be trained, and maybe minor architecture updates.

    • @thefish5861
      @thefish5861 Год назад +1

      Time will tell. Just drove 400 miles with a buddy today, and we discussed the state of FSD quite a bit. Let’s just say, as shareholders, and multi Tesla car owners, we’re both skeptics about robo taxis ever being a thing.

    • @jebes909090
      @jebes909090 Год назад

      Fsd will NEVER be a thing. Too much liability. Tesla will be 100% responsible for damages

    • @philbear2185
      @philbear2185 Год назад

      @@jebes909090 It's the same as general insurance, paying for damages once in a while is covered by revenue.

    • @richardwolf6269
      @richardwolf6269 Год назад

      @@philbear2185 which means their revenue will be negative once the lawyers are done with them!

    • @philbear2185
      @philbear2185 Год назад

      @@richardwolf6269 It's a business, tesla will train the network until it's good enough.

  • @joekim4345
    @joekim4345 Год назад

    See you in Korea @heydave . it seems everyone is going to korea this summer.

  • @user-hq5wj1tm9t
    @user-hq5wj1tm9t Год назад

    Best time to go for hiking in Korea. I miss Suraksan a lot

  • @Pete_YT
    @Pete_YT Год назад +6

    Thanks Dave. One quick point on the LLMs + Humanoid robot. If LLMs process and generate text, how does that help them move and manufacture things? Are you thinking of LLMs as an interface with humans to understand what to do but it’s Tesla’s real world AI which allows the robot to move and do the task?

    • @gnargnargnar
      @gnargnargnar 9 месяцев назад

      Any system that has repeated patterns can be considered a language with a vocabulary: roads, physical actions, etc. Then, with enough high-quality video of actions ("expressions" in that "language"), you can train a model to encode the meaning of that language and generate novel expressions. This is why FSD is huge. It is a self-teaching engine for automating ANY PHYSICAL ACTION: driving cars, piloting drones, chopping carrots, folding laundry, delivering packages to your door, etc.

  • @whatarandomworld
    @whatarandomworld Год назад

    Hope so Dave!!! Hope so!!

  • @fanyang2479
    @fanyang2479 Год назад

    Just curious, do u know any difference between waymo, cruise and Tesla? I found some many waymo and cruise fsd taxi in SF city. What about Tesla auto taxi? Can u ask some experts to compare the difference between those fsds? Thanks!

  • @averageinvestor5957
    @averageinvestor5957 Год назад

    Good to see you Dave. Enjoy your stay in Seoul.

  • @thefunteacher8662
    @thefunteacher8662 Год назад +1

    Wow. I’m impressed by both Dave and Elon Musk!

  • @bigh7972
    @bigh7972 Год назад +8

    It’s great to see ya Dave. The growth curve of the stock will follow the multiple S curves as they become realized. Each S curve has a direct relationship with revenue. Reaching 15-20 M by 2030 3-4x, FSD 5-7x, Tesla energy 3-5x, Robotics 10X or more over next 10-15 years. Estimates are not financial advice. I encourage Tesla investors to come up with their own multiple as these factors become realized.

  • @randyratcliff7513
    @randyratcliff7513 Год назад +1

    Welcome back Kotter, lets f'n go!!

  • @Viking7771
    @Viking7771 Год назад +2

    Thank you for doing this Short Vid Dave!😊

  • @frederickt6052
    @frederickt6052 Год назад

    Wonderful analysis Dave! In the topic of AI, would you be able to do analysis on Nvidia? Would like your perspective on this company, and how it might compete with Tesla AI..

  • @rowdy5285
    @rowdy5285 Год назад

    It won't be 5 years the update is the bomb. Very very close. It blew me away.

  • @jinmanyang5811
    @jinmanyang5811 Год назад

    Welcome to Korea~!! I love your opinion about FSD and Tesla bot~~

  • @FitnessCoachSergio
    @FitnessCoachSergio Год назад +27

    Tesla is not just a car company; it’s an ai business, it’s a robo taxi network, it’s a robot worker leasing platform and it also happens to be a car company.

    • @richardwolf6269
      @richardwolf6269 Год назад +2

      Autonomy is a joke. Bots are not happening anytime soon.
      Energy storage is going to become a commodity.
      The car business is a rough one and their margins are going to keep shrinking.
      What happened to the hyperloop and the boring company!
      Tesla’s biggest advantage is selling hype!

  • @r.o7897
    @r.o7897 Год назад +1

    Excellent video!

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      I decided to reach out to hundreds of my fans and get know more about, them and give tips about my career I think you are one of them

  • @billjohnson3022
    @billjohnson3022 Год назад +4

    Cathy Wood seems to think that $2500 by 2027 will be possible and that is more than 10x AND it doesn't include energy, super charging, insurance AND Optimus so what will it be with those included? Tesla has 150x since IPO and could easily do that again in the next couple of decades. I'll be happy with TSLA just getting back to its all time high and then absolutely ecstatic when it 10x (which it will IMO). What comes after ecstatic for when it does another 150x?

    • @lemmykoopah
      @lemmykoopah Год назад

      Cathy wood is a clown. Stop caring about what she says.

  • @oliviertlv
    @oliviertlv Год назад

    Thank you Dave, you did not mentioned any of the Tesla energy business, it is growing at large 2 digits number, don t you think energy and infrastructure could justify a 2/3 X?

  • @pine9754
    @pine9754 Год назад

    Dave, visit KyungJu, Busan, and Jeju island in Korea!

  • @user-ny2bx8ez1c
    @user-ny2bx8ez1c Год назад +5

    I would expect 50+X, not 10X.

  • @VannaGuo
    @VannaGuo Год назад

    Also in Seoul, at the moment, Dave will you be able to do a community meet and greet? :))

  • @Glotaku
    @Glotaku Год назад

    That’s what we all wanna know 🥳

  • @salsej
    @salsej Год назад

    Dave, do you think Tesla has the core software written to operate the RoboTaxi platform in the US?

  • @tongtran007
    @tongtran007 Год назад +3

    Tesla solving many of the world's problems. I can see 10x in the next 5 years rewarding long term holders :)

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      You are actually talking to Elon Musk. I created this personal account to learn more about my fans and use them in my career.

  • @zblus
    @zblus Год назад +4

    Thoughts on NVDA doing another 10x in 10 years?

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      Do you know am building a deep space rocket in Boca Chica, a town along Gulf Coast of Texas, near the Mexican borders

  • @bennygorgor5225
    @bennygorgor5225 Год назад

    Yes it can

  • @tonydeveyra4611
    @tonydeveyra4611 Год назад

    Man i been following the tesla story since 2008 I remember reading elons secret Master plan on the website...project whitestar and bluestar, being so stoked about electric cars, ever since I saw an EV1 when I was like 7 years old. I remember hearing about the IPO in 2010 and just letting the opportunity pass by. DAMN! i would be so caked up if i had bought in then. Oh well, i bought when i bought and I'm still up so can't complain too badly. Much love, dave!

  • @yptoski
    @yptoski Год назад +1

    Ofcourse it can.

  • @JakeSpradlin2
    @JakeSpradlin2 Год назад +1

    Tesla can do it!!!! It is my largest position

  • @robkeshav800
    @robkeshav800 Год назад

    One of the best summation on the Tesla front. Very interesting and though provoking. Hope to hear your perspective on what Elon's recent visit to China means. Hopefully China will agree to Tesla's rollout of FSD (Beta) software there in addition to the land acquisition for GS's 2M car production. Will they increase 3/Y production or start a new line for the new $25,000 car. The potential for Tesla is immense in the near future. They have so many projects (like home Heat Pump) that can generate significant profits and reduce CO2 on earth but they are constrained by how many projects they can handle concurrently and execute efficiently. Good "problem" to have for any company.

  • @davidsnow791
    @davidsnow791 Год назад

    Always insightful. Thank you

  • @andrewpender7505
    @andrewpender7505 Год назад

    Do 50% / 75% / 90% or higher , would replace their current Tesla with another Tesla?

  • @elninoUNDERSCOREmz
    @elninoUNDERSCOREmz Год назад

    Missed Dave :( - more content please :)

    • @ElonreevemuskCEO
      @ElonreevemuskCEO Год назад

      I decided to reach out to hundreds of my fans and get know more about, them and give tips about my career I think you are one of them

  • @bobjohnson1737
    @bobjohnson1737 Год назад

    kinda didnt answer the first question which is, what you're currently invested in but i get it; keeping it to yourself to reduce drama

  • @Matzes
    @Matzes Год назад

    If they execute on all endavours, they probably can. Mainly Fsd , robotaxi and megapack to many 100s of gigawatt scale

  • @bobathedog
    @bobathedog Год назад

    Hey Dave. Fellow Korean-American here! I’m going to Korea in two weeks. We should get some bbq lol

  • @gareth5000
    @gareth5000 Год назад +1

    Get ready for Cortex, Tesla's version of GPT6... (fsd will be like a limbic system)

  • @iel3m3nt
    @iel3m3nt Год назад

    Pump the stock Dave!

  • @tammylee5386
    @tammylee5386 Год назад +1

    Thanks a lot Dave!

  • @ewxlt
    @ewxlt Год назад

    “…this is just stream of consciousness”… as he reads from a prompter.

  • @jinpalawan4513
    @jinpalawan4513 Год назад

    Agreed, with FSD almost completed & AI Optimus coming out, 10 times in 10 years could be conservative. Time to invest in Tesla . All in.

  • @poverty2wealth170
    @poverty2wealth170 11 месяцев назад

    Hmm.. Who is the leader in LLM(s)?? Palantir Baby!!!!!

  • @drew4021
    @drew4021 Год назад

    My question has been, and I hope someone can alleviate my fears, is what if Tesla goes through all this pain (and expense) of solving FSD only to have someone steal it from them -like for example the way Samsung and Google did with Apple -and yes I'm talking about Galaxy and Android?

  • @johnbenge1017
    @johnbenge1017 Год назад +1

    Magic date June 6

  • @michaelwebsternz
    @michaelwebsternz Год назад

    It's when, not if.

  • @terenceiutzi4003
    @terenceiutzi4003 Год назад

    Of course they can. Every impractical product has before it failed!

  • @gergc4871
    @gergc4871 Год назад

    Dont forget the mission statement.

  • @WayTooH1gh
    @WayTooH1gh Год назад

    U gotta visit Jeju. Make sure u visit Woo-do, which is another island about 20 min away from Jeju and ride a boat around Woo-do. Mountain Han-ra, Nope-se-o-lm trail is the best, which is about 1.5h one awya trip. There r even more favorit places of mine in Seoul. God I whsh I have time to show u around. Hope u nothing but to have blessed time here in my home country.

  • @4digits678
    @4digits678 Год назад

    Other question, can the dollar loose much of its buying power

  • @monealiza7553
    @monealiza7553 Год назад

    You in PLTR , Dave?

  • @lemmykoopah
    @lemmykoopah Год назад

    We miss you.

  • @Jspath3
    @Jspath3 Год назад

    Tech is moving really fast right now..

  • @cav4290
    @cav4290 Год назад

    TeslaBot, Tesla Energy, Lithium Refinery, AI, Chipset Design, Insurance...10x is well within possibilities.

  • @gaborszollosy2153
    @gaborszollosy2153 Год назад +1

    According to Yann LeCun, LLMs will probably no longer be used in a few years now, so OpenAI/MS's ML advantage might be temporary. As the leaked internal Google document claims "We have no moat, and neither does OpenAI". LeCun and the Google document hints that the big foundational (language) models might be open sourced over time and companies will build systems on top of that. In addition OpenAI doesn't have a huge number of real world data points like Tesla has. ChatGPT-s knowledge is not from the real world, but from how the world is abstracted in human languages. Tesla world abstraction is based on vision and they've already been building an optimized data engine for that. By that I mean the car fleet with cameras, data collection and last but not least the Dojo infrastructure which is a much more efficient ML compute engine then what others are using.

  • @Chasing-Red
    @Chasing-Red Год назад

    Yes Tesla can. It all depends on how long you want to wait.